Bank of America
Financial Solutions Advisor - Western Long Island Market
$70K–$80K
Roslyn Heights +2 · Full-time · Posted Oct 20, 2026
- Location
- Roslyn Heights
East Meadow
Williston Park - Experience
- Minimum one year in investments and minimum one year in financial services and/or goal-driven sales; desired qualification: three or more years in financial services and/or goal-driven sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with client goals.
- Triage client requests, refer clients to internal partners, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year in financial services and/or a sales environment where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years in financial services and/or a goal-driven sales environment.
- CFP and/or CRPC designation; insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative